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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
AustralianSuper
AustralianSuper
Australia
$1.71B -$666M 6 10.44% Reduced
177
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.69B +$32.6M 33 8.57% Increased
178
Nomura Asset Management
Nomura Asset Management
Japan
$1.68B -$5.65M 35 8.83% Reduced
179
William Blair Investment Management
William Blair Investment Management
Illinois
$1.67B +$141M 14 5.83% Increased
180
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$1.64B +$125M 48 9.5% Increased
181
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.62B +$61M 1 7.39% Increased
182
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$1.6B -$26.6M 50 7.43% Reduced
183
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.59B +$207M 43 4.91% Increased
184
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.57B +$94.4M 26 6.75% Increased
185
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$1.55B -$11.9M 9 8.18% Reduced
186
Panagora Asset Management
Panagora Asset Management
Massachusetts
$1.54B -$15.3M 41 9.74% Reduced
187
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.54B +$6.28M 35 10.75% Increased
188
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.52B +$370M 44 6.64% Increased
189
Maverick Capital
Maverick Capital
Texas
$1.5B -$109M 19 38.08% Reduced
190
SCGE Management
SCGE Management
California
$1.49B +$59.5M 7 41.04% Increased
191
Natixis Advisors
Natixis Advisors
Massachusetts
$1.49B +$245M 21 5.11% Increased
192
M&T Bank
M&T Bank
New York
$1.47B -$14.5M 33 5.71% Reduced
193
KeyBank National Association
KeyBank National Association
Ohio
$1.47B -$34.5M 17 7% Reduced
194
CI Investments Inc
CI Investments Inc
Ontario, Canada
$1.45B -$41.5M 31 7.31% Reduced
195
London Company of Virginia
London Company of Virginia
Virginia
$1.41B -$29.6M 5 8.13% Reduced
196
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$1.37B -$420M 18 4.05% Reduced
197
DnB Asset Management
DnB Asset Management
Norway
$1.36B +$13.1M 22 8.63% Increased
198
INTECH Investment Management
INTECH Investment Management
Florida
$1.36B -$262M 20 10.98% Reduced
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.36B +$132M 29 7.39% Increased
200
Skye Global Management
Skye Global Management
Florida
$1.36B -$154M 4 44.16% Reduced